Tag: retirement

Retirement Strategist Richard W Paul Featured in Forbes Magazine

Richard W. Paul was recently featured in Forbes as one of America’s PremierExperts. Novi, MI – March 20, 2013 – Richard W. Paul, Founder and President of Richard W. Paul & Associates,  LLC, was recently seen in Forbes with other leading professionals as part of a feature called “America’s PremierExperts® Presents: Forecasts & Strategies For […]

Written by on March 20, 2013

Institute of Business & Finance Announces a New CES™ Designee

San Diego, CA, March 19, 2013 – The Institute of Business & Finance (IBF) recently awarded Tom Eaglehouse with the estate planning designation, CES™ (Certified Estate and Trust Specialist™). This graduate-level designation is conferred upon candidates who complete a 135+ hour educational program focusing on trusts, wills, probate, retirement benefits, caring for children, and what […]

Written by on March 19, 2013

Financial Advisor Richard Jordan Discusses What You Should Know Before You Buy Gold

Financial Advisor Richard Jordan recently explained what every retiree should know about buying gold before purchasing it. Plano, TX – March 11, 2013 – Richard Jordan, Founder of Fortress Estate Solutions, recently discussed the difference between reportable and non-reportable gold investment and why the distinction is important. Mr. Jordan explains: There are tax consequences to […]

Written by on March 11, 2013